The external reviewer portal is available as an add-on to all subscriptions.
The external reviewer feature allows you to assign stakeholders external to foundation staff to review applications. Both invited and unsolicited applications can be reviewed. External reviewers might include board members or program area experts, for example. The assigned reviewers log into the external reviewer portal to complete their reviews. Completed reviews can then be efficiently viewed and managed in your GivingData site.
There is no limit to the number of external reviewers that can be assigned, and more than one review form can be used for each application. For example, different forms can be used for separate review stages or committees.
Enhancements have been made to the external reviewer portal feature since this video was recorded, including a redesign of the External Review Form Responses tab in the Grantee Portal Intake Forms dashboard. Details are available in the articles linked below.
Add and Edit a Review Form
The first step in using this feature is to add and edit one or more review forms for the relevant application form. Each application form that will have reviews assigned must have a review form added. This is done in Admin Tools & Settings. The created review forms are then available to select when assigning reviews for applications.
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Assign External Reviewers
After creating one or more review forms, reviews can be assigned. Update an application form status to In External Review, select the review form to assign and the due date for reviews, and then assign reviewers. Additional review forms can be added and assigned to reviewers for an application as needed, such as for a second stage of reviews.
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External Reviewer Experience
Email invitations to the reviewer portal can be sent to reviewers when they are assigned or at a later time. Reviewers follow the emailed link to set up their password and complete their assigned reviews in the external reviewer portal.
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View and Manage External Reviews
Multiple options are available for viewing completed reviews and managing assigned reviews. In addition, review forms and reviewers can be efficiently assigned in batch.
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Manage External Reviewer Portal Settings
The general external reviewer portal settings can be managed in Admin Tools & Settings. The rating scales for use on review forms can also be managed here.
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